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Investment Partners Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Investment Partners Asset Management’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438K Buy
3,643
+415
+13% +$50.2K 0.24% 110
2026
Q1 		$386K Hold
3,228
– – 0.24% 112
2025
Q4 		$383K Hold
3,228
– – 0.24% 114
2025
Q3 		$387K Hold
3,228
– – 0.26% 112
2025
Q2 		$383K Hold
3,228
– – 0.27% 111
2025
Q1 		$376K Hold
3,228
– – 0.29% 105
2024
Q4 		$352K Hold
3,228
– – 0.28% 108
2024
Q3 		$370K Hold
3,228
– – 0.3% 99
2024
Q2 		$338K Hold
3,228
– – 0.3% 98
2024
Q1 		$340K Hold
3,228
– – 0.31% 99
2023
Q4 		$324K Buy
+3,228
New +$313K 0.32% 92

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NWPL
Noble Wealth Partners LLC Denver, Colorado $115M AUM

Investment Partners Asset Management's ACWV Position: Q2 2026 in Review

Investment Partners Asset Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 13% in Q2 2026, buying an estimated $50.2K and bringing the position to 3,643 shares worth $438K. The position accounts for 0.24% of the portfolio, ranked #110.

Investment Partners Asset Management first reported a position in ACWV in Q4 2023 and has held it in 11 quarters since. 101 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Investment Partners Asset Management held 3,643 shares of iShares MSCI Global Min Vol Factor ETF worth $438K as of Q2 2026.
  • Investment Partners Asset Management bought 415 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $50.2K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.24% of Investment Partners Asset Management's portfolio in Q2 2026, its #110 holding.
  • Investment Partners Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.